See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,485 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $45,053 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,287 | $69,305+28.8% | $82,313+8.5% | $69,631+28.2% |
| Participation rate | 91.0% | 80.3%+10.7pp | 76.9%+14.1pp | 70.7%+20.3pp |
| Annual return | 15.75% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,249 | $1,887-33.8% | $2,428-48.6% | $2,032-38.5% |
| Participant deferral / active EE | $4,126 | $3,568+15.6% | $3,706+11.3% | $3,224+28.0% |
| Admin fee / account holder | $319 | $97+228.5% | $5,608-94.3% | $110+189.1% |